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Pat Davidson
Portfolio Associate at Trillium Asset Management, LLC
Seasoned portfolio manager delivering socially responsible investment solutions.
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Location
Larkspur, California, United States, US
Skills
- Socially Responsible Investing
- Investments
- Portfolio Management
- Nonprofits
- Strategic Planning
- Show all
Bio
Generated by
Topline AI
Pat Davidson is a seasoned portfolio manager with 41 years of experience in socially responsible investing and investments, providing strategic planning and portfolio management expertise to non-profit organizations.
With a background in developmental psychology from Northeastern University and various classes in portfolio management, Pat has established a strong foundation in the field.
Experience
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Trillium Asset Management, LLC
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Larkspur, CA
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Portfolio Associate
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Sep 1982 - Present
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Larkspur, CA
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Education
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Boston Security Analysts Society
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Northeastern University
Developmental Psychology
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Nonprofit Organization Management”
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